Core Viewpoint - The European market will completely stop importing fertilizers from Russia and Belarus by July 1, 2028, due to the EU's tariff policy, marking a significant achievement for Poland as the rotating presidency of the EU [1] Group 1: Tariff Implementation - The European Parliament approved a new tariff law on May 22, which imposes a 6.5% basic tariff on fertilizers imported from Russia and Belarus [1] - From 2025 to 2026, an additional tax of 40 to 45 euros per ton will be levied on these fertilizers [1] - A 50% tariff will be applied to Russian and Belarusian agricultural products that have not yet been subject to additional tariffs [1] Group 2: Timeline and Leadership - The new tariffs took effect on July 1 of this year [1] - Poland assumed the rotating presidency of the EU on January 1, replacing Hungary, for a six-month term [1]

Group 1 - The third Saudi Industry Forum "SIF 2025" was held in Dammam, Saudi Arabia, focusing on "Digital Transformation and Sustainable Development" in the industrial sector [1] - Over 30,000 attendees participated in the forum, which included 78 sessions and more than 320 companies [1] - Several prominent Saudi companies, including Saudi Aramco and Al Ojaimi Industrial Group, showcased their presence at the event [1] Group 2 - Six Chinese companies participated in the forum, presenting a variety of products ranging from sea salt to advanced AI technology [3] - Notable Chinese participants included Tianjin Hangu Salt Field, Shanghai's AI Technology Company, and Shanxi Yungang Paper Industry, all of which received positive feedback for their high-quality products [3] - The event featured a product introduction from Hebei's agricultural and commercial associations, highlighting "Hebei Intelligent Manufacturing" [3] Group 3 - Saudi officials expressed a warm welcome to Chinese companies, encouraging investment and collaboration in the Saudi industrialization process [5] - A roadshow and signing ceremony were held for five participating Chinese companies, emphasizing their desire for close cooperation with Saudi firms [5] - Chinese representatives detailed their product advantages and expressed a commitment to mutual growth with Saudi partners [5]

Group 1 - The core viewpoint of the articles revolves around the challenges faced by the Trump administration in implementing its trade policies, particularly the tariffs, which were initially expected to be straightforward but have proven to be complex and slow to execute [1][6][9] - The U.S. stock market showed stability as optimism grew regarding ongoing trade negotiations, alleviating fears caused by previous tariff warnings from Trump [2] - The U.S. is negotiating with various countries, including India and the EU, with significant breakthroughs expected to be difficult to announce before the upcoming deadlines [5] Group 2 - The tariff rates for imports from various countries are set at 25% for Japan, South Korea, Malaysia, and Kazakhstan, while South Africa has a 30% tariff, and Laos and Myanmar face 40% tariffs [3] - The potential for tariffs to increase consumer prices in the U.S. is a concern, with industry leaders warning that high tariffs could lead to higher costs for imported goods [8] - The Trump administration's approach to trade negotiations is characterized by a willingness to extend deadlines and consider alternative arrangements, reflecting a more flexible stance than initially presented [7][9]

Group 1 - The Brazilian chemical industry is experiencing its worst performance in over 30 years, with an operating rate of 62% in Q1 2025, down from 65% in Q1 2024, and a year-on-year production decline of 3.8% [1] - Despite increased import tariffs on various chemical products in October 2024, the industry continues to struggle, with high import levels persisting [1] - The import penetration rate for chemical products decreased from 53% in 2024 to 43% in Q1 2025, indicating some positive effects of trade protectionism [1][2] Group 2 - The chemical trade deficit reached $49.82 billion in the 12 months ending March 2025, surpassing the previous peak of $48.68 billion [2] - The CEO of Abiquim highlighted that Brazilian chemical producers are heavily reliant on imports, making them price takers in the global market, and facing high costs from energy and taxes [2] - The proposed Presiq stimulus plan aims to address structural issues in the industry, potentially increasing operating rates to 95% and generating significant GDP growth and job creation [2] Group 3 - The production costs in Brazil are significantly higher than in North America or the Middle East, which hampers competitiveness [3] - Braskem, the largest petrochemical producer in Latin America, is planning to gradually shift to ethane feedstock, but this requires substantial investment and stable natural gas supply [3]

企业名称江西三邦智慧农业科技有限公司法定代表人陈石仙注册资本200万人民币国标行业农、林、 牧、渔业>农、林、牧、渔专业及辅助性活动>农业专业及辅助性活动地址江西省赣州市赣州经济技术 开发区赣州综合物流园金凤数创园D栋205-6楼企业类型有限责任公司(自然人投资或控股的法人独资)营 业期限2025-7-4至无固定期限登记机关赣州经济技术开发区市场监督管理局 来源：金融界 序号股东名称持股比例1江西三邦助民农业科技有限公司100% 经营范围含许可项目：农药批发，农药零售，食品互联网销售，道路货物运输（网络货运），城市配送 运输服务（不含危险货物）（依法须经批准的项目，经相关部门批准后在许可有效期内方可开展经营活 动，具体经营项目和许可期限以相关部门批准文件或许可证件为准） 农作物栽培服务，农业机械服 务，化肥销售，农用薄膜销售，食用农产品初加工，初级农产品收购，食用农产品批发，食用农产品零 售，日用百货销售，互联网销售（除销售需要许可的商品），供应链管理服务，普通货物仓储服务（不 含危险化学品等需许可审批的项目），技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广，农业专业及辅助性活动（除依法须经批准 ...

Group 1 - Yantai Bank High-tech Zone Branch issued a loan of 3.9 million yuan to Yantai Pufeng Agricultural Technology Co., Ltd., effectively addressing the company's funding challenges for purchasing fertilizers and seedlings, and laying a solid foundation for expanding planting scale [1][3] - Yantai Pufeng Agricultural Technology Co., Ltd., established in 2021, focuses on planting high-quality grapes without pesticide residues, facing high annual production funding requirements and limitations on expansion due to lack of funds [3] - The grape industry is characterized as labor-intensive and technology-intensive, facing challenges such as high initial investment, long return cycles, and concentrated seasonal funding needs [3] Group 2 - Yantai Bank customizes financial services based on regional characteristics and enterprise needs, actively supporting local agricultural development and enhancing production scale [4] - The bank's efforts aim to transform the planting industry from "quantity growth" to "quality improvement" [4]

Core Points - The article highlights the efforts of the China Supply and Marketing Cooperative system in enhancing agricultural production services during the summer harvest season to ensure national food security and achieve a bountiful harvest for the year [1] Group 1: Agricultural Production Services - The cooperative system has mobilized over 20,000 grassroots service outlets and more than 1,300 service personnel to support agricultural production, deploying nearly 600 agricultural machines to ensure timely services during the summer harvest [1] - The cooperative has established a 24-hour service team during the wheat harvest period to ensure zero delays in agricultural services [1] Group 2: Grain Drying and Storage - The cooperative system operates over 17,000 production service centers equipped with grain drying and storage facilities to minimize grain loss and maximize farmers' profits [1] - In Shandong Province, the introduction of drying towers by the cooperative has significantly reduced the drying time for wheat from three to four days to less than half a day [2] Group 3: Grain Purchase and Logistics - The China Supply and Marketing Group initiated grain purchases in early May, with over 10 grain warehouses and 13 docks activated, successfully acquiring over 100,000 tons of wheat by mid-June [2] - The cooperative is addressing storage, transportation, and sales challenges for summer grain, ensuring readiness for grain acquisition [2] Group 4: Agricultural Inputs and Technical Support - In Hebei Province, the cooperative has established over 18,000 direct supply points and implemented an "online ordering, offline delivery" model to ensure timely fertilizer supply to farmers [3] - The cooperative in Jiangsu Province has formed a "technical service team" to provide comprehensive technical guidance to farmers, enhancing efficiency in the entire agricultural process from harvesting to planting [3]

图为青岛夏庄麦田喜获丰收。 投放更快 助力夏收颗粒归仓 "收粮食最忙的时候，每天能收2000到3000吨，每天周转资金大约在600万元。这时候最担心的就是资金 短缺，影响粮食收购。"收粮户徐祥宾说道。 又到一年"三夏"时节，齐鲁大地麦浪翻滚、遍地金黄。勤劳的农民一边收获春的寄托，一边播种秋的希 望。截至6月10日，山东收获夏粮小麦近六成，千里沃野丰收正忙。 山东省农信联社指导全省农商银行坚守支农支小市场定位，在农忙时节，组织"红马甲"金融服务队走村 入户，广泛开展驻村（点）办公，将信贷支持、惠农政策、志愿服务、反诈知识等送到田间地头，全力 以赴助力百姓开好夏收"第一镰"、种好夏种"第一种"、做好夏管"每一环"。目前，全省农商银行涉农贷 款余额达9239.2亿元，较年初增长325.8亿元。 除了提升线上信贷服务水平之外，山东省农信联社还创新推出"慧农通"功能，实现订单、支付、对账全 流程线上化，让用户轻松可查，提升交易效率与透明度。 "原来收粮都是一手粮一手钱，一到收粮季节，我就需要挨家银行取现金，宝贵的收粮时间大部分浪费 在去银行的路上，现在用上莱阳农商银行的'慧农通'，手机轻轻一点，款项就过去了，真是太方便 ...

化工行业周报（20250623-20250629） 本周尿素、丁酮、硫酸等产品涨幅居前 2025 年 06 月 30 日 化工周观点： ➢ 重点关注半年报业绩好的标的。二季度即将结束，建议开始寻找二季度景气 度好，业绩有望超预期的标的，建议关注圣泉集团、海利得和卓越新能。首先是 和下游宏观经济相关性较弱，受益 AI 资本开支持续提升的新材料行业，圣泉集 团是 AI 服务器中核心电子树脂的主要国内供应商，随着下游服务器出货量持续 放量，公司业绩有望环比提升。其次是海外有工厂，受益于美国关税冲突的细分 行业龙头，建议关注涤纶工业丝的领军企业海利得。然后是公司自身产能增长， 随着新项目新产品投产，业绩有望上一个台阶的卓越新能。 ➢ 磷肥出口窗口期已至，磷肥高景气有望持续。根据中国化肥信息网，磷肥的 出口指导具体情况如下：1、2025 年磷肥出口或将分阶段进行，首批集中在 5-9 月高峰期，第二批视国内供需动态调整。2、法检时间缩减，预计半月左右时间。 3、2025 年磷肥出口配额总量比去年减少。当前磷肥处于春耕后的淡季，出口有 望缓解国内产能过剩问题，国际高价出口有望进一步维持企业盈利水平，建议关 注具备磷矿资源配 ...

1. 美国能源部长赖特：天然气、核能和煤炭是美国电网未来的关键。 2. 俄媒：俄军已控制舍甫琴科锂矿，舍甫琴科锂矿是欧洲最大的锂矿之一。 3. 印尼贸易部长：放宽进口措施涵盖林业产品、塑料材料和部分化肥。 4. 澳大利亚竞争与消费者委员会：东海岸天然气供应短期前景持续恶化。中期展望保持不变，除非新的 天然气供应上线，否则预计从2028年开始，东海岸仍将出现结构性短缺。 5. 印尼已向美国提出联合投资印尼关键矿产"棕地项目"的提议，作为双方关税谈判的一部分。 6. 美国降低英国汽车和飞机零部件关税的贸易协议生效。 其他： 1. 俄罗斯国家石油管道运输公司：2025年石油输送仍在持续下降。 2. 美国能源部长赖特：对伊朗石油制裁仍然有效。 3. 市场消息：欧佩克+将考虑再次大幅度增加石油产量。 4. 据塔斯社：俄罗斯副总理诺瓦克表示，欧佩克+可能在7月6日讨论增加产量事宜。 5. 消息人士称，哈萨克斯坦的Tengizchevroil油田于5月通过友谊输油管道向德国出口了第一批石油。 6. 以色列的炼油厂预计将于2025年10月全面恢复运营。 7. 特朗普：已完全摧毁伊朗三处核设施；如果伊朗可以实现和平，就解除对伊 ...